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Forum to Address How Tax and Estate Planning Can Benefit You, Your Community

Tax laws can be confusing, particularly when it comes to providing for your family’s future and meeting your philanthropic goals after you are gone. A little bit of planning now can ease the burden on your family and give you the peace of mind that comes from knowing you’re prepared.

On Thursday, November 15, from 8-10 a.m., you’re invited to a Tax and Estate Planning Breakfast in Jewish Family & Career Services’ Community Room. There, Bruce Belman and Mark Oppenheimer will present a panel discussion on how your tax and estate planning can benefit you and your community.

Oppenheimer is the managing partner of Bingham Greenbaum Doll LLP, where he is a member of the Estate Planning practice group. As an Estate Planner, he develops and enacts plans for the transfer of wealth and the preparation of wills and trusts.

He earned his J.C. from the University of Louisville School of Law and is a member of the American, Louisville and Kentucky Bar Associations, the National Council on Planned Giving and The Family Firm Insititute.

Oppenheimer has served on the Boy Scouts Professional Advisory Committee, has been a Bingham Fellow and is an alumnus of Focus of Louisville and Leadership Louisville. He is president of The Temple, and has served on the Jewish Community Federation’s Permanent Endowment Committee and as a member of the Hillel Board of Directors. He is also a past member of the USA Harvest Board of Directors and chaired its Professional Advisory Committee.

Belman is a tax partner with Crowe Horwath LLP. He has over 35 years of experience as a tax planning specialist. His industry focus has been real estate and his technical focus has been in the areas of partnership and LLC taxation.

He has a J.D. from Case Western Reserve University School of Law and is a CPA. He is a member of the American Bar Association, the American Institute of Certified Public Accountants, the Kentucky, Ohio and Texas Scoieties of Certified Public Accountants and is a JFCS Board member.

RSVP to JFCS, 452-6341, by Thursday, November 8.

This program is co-sponsored by the Jewish Community of Louisville and Jewish Family & Career Services.

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